401(k) · DOL Form 5500 · 2022
Alan Fong Insurance Services, Inc. Dba Ubf Consulting 401(k) Plan
Data updated 2026-08-25
- $811K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $115,802
- Avg per participant Below avg balance/head
Official DOL plan name: Ubf Consulting Group 401(k)Profit Sharing Plan · Sponsored by Alan Fong Insurance Services, Inc. Dba Ubf Consulting · California · Finance & Insurance
$811K in assets, 7 participants
Alan Fong Insurance Services, Inc. Dba Ubf Consulting's Ubf Consulting Group 401(k)Profit Sharing Plan reported $811K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,377 in Finance & Insurance (9,261 peers)
Alan Fong Insurance Services, Inc. Dba Ubf Consulting multi-year trail
Alan Fong Insurance Services, Inc. Dba Ubf Consulting's plans moved +26.5% in assets from 2022 to 2024; this filing shows Ubf Consulting Group 401(k)Profit Sharing Plan at $811K / 7 participants.
- #1,377
- in Finance & Insurance (9,261 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ubf Consulting Group 401(k)Profit Sharing Plan among the smaller filed plans by assets
Ubf Consulting Group 401(k)Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$810,613 23rd percentile higher than 23% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ubf Consulting Group 401(k)Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubf Consulting Group 401(k)Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 450518139 · Alan Fong Insurance Services, Inc. Dba Ubf Consulting PY 2022 · 401(k)
Ubf Consulting Group 401(k)Profit Sharing Plan · $811K · 7 · 23rd
- TYPE $811K
- NET 7
- BOOK 23rd
- VS-ST 401(k)
- BOY near Spangler Enterprises Inc. Retirement Plan
- SCH ind #1377
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →
Ubf Consulting Group 401(k)Profit Sharing Plan in the asset neighbourhood
Alan Fong Insurance Services, Inc. Dba Ubf Consulting multi-year asset trail
Sponsor-wide plan assets over time
All Alan Fong Insurance Services, Inc. Dba Ubf Consulting plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 26.52054679606668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $811K |
| 2023 | 1 | 5 | $901K |
| 2024 | 1 | 5 | $1M |
Alan Fong Insurance Services, Inc. Dba Ubf Consulting filing trail (2022)
| Total Assets (Beginning of Year) | $904K |
|---|---|
| Net Assets (End of Year) | $811K |
| Net Income | -$93K |
| Employer EIN | 450518139 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Ubf Consulting Group 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Spangler Enterprises Inc. Retirement Plan in TN ($811K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($811K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.